Yesterday NASS published the "Dairy Products" report: http://usda.mannlib.cornell.edu/usda/current/DairProd/DairProd-02-02-2010.pdf
If you go down to page 3, the cumulative numbers for 2009 begin. Total cheese was up 1.7%. So, where did the milk come from to make the cheese. I suspect souped up milk with imported dairy proteins.
Another clue is the lack of butter and butterfat products. Butter was down 4.6% for the year. Ice cream was down 2.2% in 2009.
Powdered proteins can boost cheese production but, you need a source of fat.